See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,970 | $112,096-65.2% | $95,952-59.4% | $158,922-75.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.99% | 171.09%-158.1pp | 91.61%-78.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,247 | $3,198-61.0% | $2,541-50.9% | $4,761-73.8% |
| Participant deferral / active EE | $1,915 | $4,784-60.0% | $4,167-54.0% | $5,982-68.0% |
| Admin fee / account holder | $614 | $10,130-93.9% | $6,795-91.0% | $11,246-94.5% |